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Sigma Planning Corp’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Sigma Planning Corp’s Portfolio JEPQ Stock Details JEPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.14M Buy
74,559
+5,968
+9% +$345K 0.12% 192
2025
Q4 		$3.99M Buy
68,591
+615
+0.9% +$35.7K 0.11% 192
2025
Q3 		$3.91M Buy
67,976
+1,355
+2% +$75.2K 0.11% 189
2025
Q2 		$3.62M Sell
66,621
-2,780
-4% -$143K 0.11% 195
2025
Q1 		$3.59M Buy
69,401
+11,504
+20% +$641K 0.11% 186
2024
Q4 		$3.26M Buy
57,897
+7,333
+15% +$412K 0.1% 195
2024
Q3 		$2.78M Buy
50,564
+5,507
+12% +$295K 0.09% 223
2024
Q2 		$2.5M Buy
45,057
+7,793
+21% +$419K 0.08% 240
2024
Q1 		$2.02M Buy
37,264
+23,608
+173% +$1.23M 0.06% 318
2023
Q4 		$682K Sell
13,656
-8,866
-39% -$428K 0.05% 360
2023
Q3 		$1.06M Buy
22,522
+10,325
+85% +$497K 0.04% 440
2023
Q2 		$590K Sell
12,197
-6,320
-34% -$292K 0.02% 664
2023
Q1 		$835K Buy
18,517
+12,696
+218% +$544K 0.03% 581
2022
Q4 		$238K Sell
5,821
-23,554
-80% -$1M 0.01% 1069
2022
Q3 		$1.22M Buy
+29,375
New +$1.38M 0.05% 390

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sigma Planning Corp's JEPQ Position: Q1 2026 in Review

Sigma Planning Corp increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 8.7% in Q1 2026, buying an estimated $345K and bringing the position to 74,559 shares worth $4.14M. The position accounts for 0.12% of the portfolio, ranked #192.

Sigma Planning Corp first reported a position in JEPQ in Q3 2022 and has held it in 15 quarters since. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Sigma Planning Corp held 74,559 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.14M as of Q1 2026.
  • Sigma Planning Corp bought 5,968 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $345K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.12% of Sigma Planning Corp's portfolio in Q1 2026, its #192 holding.
  • Sigma Planning Corp first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 15 quarters since.
  • 962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.